A brief built from Zoho CRM
Start the day with the deals that moved, the ones that went quiet, and the accounts that need a touch, read from your own Zoho contacts, accounts, and deals.
Go Fig + Zoho CRM
Go Fig reads your Zoho CRM contacts, accounts, leads, and deals, builds your brief, and logs tasks and updates back after your OK.
Key facts
What you can do with Zoho CRM in Go Fig
Zoho CRM holds your pipeline, and it only helps if someone keeps it current. Go Fig reads your Zoho contacts, accounts, leads, and deals and builds your brief from them. A deal that has gone quiet gets a drafted follow-up and a Zoho task, and both wait in your Feed until you say yes. If you keep the books in Zoho Books, Go Fig connects it with the same Zoho sign-in.
Contacts and deals that stay current
Go Fig drafts the change to a Zoho contact or deal from the call you just had. One approval and the record is right.
Quiet deals get a next step
Go Fig notices the deal nobody has touched, drafts the next step, and creates the Zoho task once you give your OK.
Zoho CRM and Zoho Books side by side
Connect Zoho Books with the same Zoho sign-in and Go Fig puts invoices and payments next to your CRM accounts. An owner or finance lead can see who bought and who has paid in one dashboard, or simply ask Celeste.
What Go Fig reads from Zoho CRM
How to connect Zoho CRM
Sign in with Zoho
Sign in with your Zoho account (OAuth). Go Fig uses its own Zoho app, so nobody has to create API credentials or share an admin password.
Go Fig brings in your records
Go Fig reads contacts, accounts, leads, and deals from Zoho CRM. It brings in past records on the first connection, then keeps them current.
Check your first brief
Look over the brief and ask Celeste, Go Fig's AI analyst, about a deal you know well. If something looks off, a solutions engineer can help you sort out how your fields came through.
Decide what needs your OK
Go Fig can create a task, complete a task, and add or update a contact or deal. Each one waits for your OK in your Feed unless your team chooses to let that action run on its own.
Questions about Go Fig + Zoho CRM
Will Go Fig change my Zoho records without asking?
No. Anything Go Fig writes to Zoho CRM waits for your OK in your Feed first. Your team can choose to let a specific action run on its own once you trust it.
What can Go Fig write back into Zoho CRM?
It can create a task, complete a task, and add or update a contact or a deal. Accounts and leads are read only.
Can we connect Zoho Books too?
Yes. Zoho Books connects the same way, by signing in with your Zoho account. With both connected, you can see whether a customer has paid before you reach out about a renewal.
Where does our Zoho data live?
Go Fig keeps a copy in its secured Google Cloud storage in the US, walled off from every other company's data.
How often does it update?
Once a day by default, at a time your team sets. Larger plans can update it every hour or every 15 minutes.
Ready to connect Zoho CRM?
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.